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XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Grow my money11y track recordRanked #359 of 2,998 in this goal

Tracks the price and yield performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index.

By WisdomTree · Launched 2014

Annual Cost

0.32%

#1,478 of 5,861 · low cost

Fund Size

$2.2B

#725 of 5,861 · large

Return (1Y)Goal

+32.4%

Track Record

11 years

#1,235 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,623+26.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

WisdomTree Emerging Markets ex-State-Owned Enterprises Index

What it actually holds

By weight

Concentration

Top 10 holdings = 32.0% of fundwell diversified

Taiwan Semiconductor Manufacturing Co., Ltd.
12.1%
Samsung Electronics Co Ltd.
5.1%
TENCENT HOLDINGS LTD
3.6%
ALIBABA GROUP HOLDING LTD
2.8%
SK Hynix Inc.
2.6%
AL Rajhi Bank
1.5%
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
1.3%
Reliance Industries Ltd.
1.1%
HDFC Bank Ltd.
1.0%
Mercadolibre Inc
0.9%

Asset allocation

Stocks
100.0%

By sector

Technology
45.2%
Financial Services
14.8%
Consumer Cyclical
10.3%
Industrials
8.1%
Communication
6.1%
Basic Materials
4.4%
Healthcare
3.9%
Consumer Defensive
3.5%
Other
3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
24.3%High

Year-on-year price swings

Max drawdown
-45.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.73Decent risk-adjusted returns
Sortino (3Y)
1.05Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index.
Strategy
Employs a passive management approach to track the WisdomTree Emerging Markets ex-State-Owned Enterprises Index, investing in common stocks in emerging markets excluding state-owned enterprises. Significant sector exposure includes Information Technology, Financials, and Consumer Discretionary, with a focus on companies in countries like India, Taiwan, and China.
Inception date
December 10, 2014
Fund family
WisdomTree

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Data updated on 2026-08-04